True Link Financial Advisors’s Merck MRK Stock Holding History

True Link Financial Advisors’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-636	Closed	-$76.5K	–	281
2026 Q1	$76.5K	Buy	+636	New	+$73.4K	﹤0.01%	175
2024 Q3	–	Sell	-1,830	Closed	-$227K	–	71
2024 Q2	$227K	Buy	+1,830	New	+$236K	0.02%	59
2023 Q4	–	Sell	-3,352	Closed	-$345K	–	93
2023 Q3	$345K	Buy	3,352 +302	+10%	+$32.5K	0.04%	85
2023 Q2	$352K	Hold	3,050	–	–	0.04%	91
2023 Q1	$324K	Hold	3,050	–	–	0.04%	98
2022 Q4	$338K	Hold	3,050	–	–	0.05%	92
2022 Q3	$263K	Buy	+3,050	New	+$272K	0.04%	118
2022 Q1	–	Sell	-1,150	Closed	-$88K	–	221
2021 Q4	$88K	Sell	1,150 -182	-14%	-$14.5K	0.01%	406
2021 Q3	$100K	Sell	1,332 -200	-13%	-$15.2K	0.01%	383
2021 Q2	$119K	Buy	1,532 +117	+8%	+$8.7K	0.02%	278
2021 Q1	$104K	Buy	1,415 +210	+17%	+$15.5K	0.02%	381
2020 Q4	$94K	Buy	+1,205	New	+$92.2K	0.01%	444

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True Link Financial Advisors's MRK Position: Q2 2026 in Review

True Link Financial Advisors sold out of Merck (MRK) in Q2 2026, closing a stake of 636 shares — an estimated $76.5K sold.

True Link Financial Advisors first reported a position in MRK in Q4 2020 and held it in 12 quarters. The position peaked at $352K in Q2 2023. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

True Link Financial Advisors reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 636 Merck shares in Q2 2026, an estimated $76.5K.
True Link Financial Advisors first reported a position in Merck in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's Merck position peaked at $352K in Q2 2023.
3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.